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Alliance Wealth Advisors (Utah)’s IDEX IEX Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,571
Closed -$327K – 237
2023
Q3 		$327K Buy
1,571
+9
+0.6% +$1.95K 0.12% 168
2023
Q2 		$336K Sell
1,562
-19
-1% -$3.99K 0.12% 164
2023
Q1 		$365K Buy
1,581
+46
+3% +$10.4K 0.15% 147
2022
Q4 		$350K Buy
+1,535
New +$343K 0.16% 142

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s IEX Position: Q4 2023 in Review

Alliance Wealth Advisors (Utah) sold out of IDEX (IEX) in Q4 2023, closing a stake of 1,571 shares — an estimated $327K sold.

Alliance Wealth Advisors (Utah) first reported a position in IEX in Q4 2022 and held it in 4 quarters. The position peaked at $365K in Q1 2023. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,571 IDEX shares in Q4 2023, an estimated $327K.
  • Alliance Wealth Advisors (Utah) first reported a position in IDEX in Q4 2022 and held it in 4 quarters.
  • Alliance Wealth Advisors (Utah)'s IDEX position peaked at $365K in Q1 2023.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2023, filed 5 Feb 2024.